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  • 👋Welcome to Received
    • Platform Overview
    • Our Features
    • System Integrations
    • B2B Revenue Streams
  • Enterprise Contract Billing
    • 💡Overview
    • ✨Key Features
    • ⚙️The Enterprise Contract Billing Process
      • Set Up Enterprise Contracts
      • Automate Invoicing
      • Track Billing Data
  • Subscription Billing
    • 💡Overview
    • ✨Key Features
    • ⚙️The Subscription Billing Process
      • Set Up Subscriptions
      • Sync & Track Subscriptions
      • Auto-Charge Payments
  • Partner Billing
    • 💡Overview
    • ✨Key Features
    • ⚙️The Referral Billing Process
      • Set Up Referrals
      • Automate Invoicing & Fees, and Track Referral Data
    • ⚙️The Reseller Billing Process
      • Set Up Resellers
      • Automate Invoicing & Track Reseller Dats
  • 🔗API Docs
    • Received APIs Intro
    • Authentication
    • Products
    • Customers
    • Contracts
    • Invoices
    • Usage Reports
  • 📚Support and Resources
    • FAQ
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  • Step 1: Automatically Sync Customers and Subscriptions
  • Step 2: Track Subscriptions Data

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  1. Subscription Billing
  2. The Subscription Billing Process

Sync & Track Subscriptions

Automatically sync new customers and subscriptions to Received.

Step 1: Automatically Sync Customers and Subscriptions

Once you have embedded the custom URLs into your website, Received's platform is ready to automatically 'catch' user information and create new customers and subscriptions. Using APIs, we can access the subscription data from your website to create the following:

  1. New Customer Using a specific API, a new customer is automatically created in Customers > Subscriptions. Our API looks like this:

// POST/api/customers

Request body

Example Value

{
  "name": "Received",
  "legal_name": "Received ltd.",
  "email": "admin1@company.com, admin2@company.com",
  "ein": "12-3456789",
  "phone": {
    "countryCode": "1",
    "phone": "2121234567"
  },
  "country": "United States",
  "city": "New York",
  "zip_code": "string",
  "billing_address": "643 Mundy St, Watertown, New York(NY), 13601",
  "shipping_address": "643 Mundy St, Watertown, New York(NY), 13601",
  "country_state": "NY",
  "currency": "USD",
  "tax": 17,
  "entity_ref": "693122c3-54e0-4acd-aeb8-7de4686cea3e",
  "entity_name": "Acme Inc",
  "net_terms": 30,
  "settings": {
    "attach_usage_logs_csv": false,
    "attach_usage_logs_pdf": true
  },
  "icon_data": "string"
}

Responses

Example Value

{
  "customer_ref": "dcaff9c0-4a9c-4d01-b2dc-0da7efcc616c"
}

  1. New Subscription Using a specific API, a new subscription is automatically created in Contracts > Subscriptions. Our API looks like this:

// POST/api/contracts/subscriptions

Request body

Example Value

{
  "customer_ref": "19ed1ce4-082b-4cea-8dfb-c7e673f88224",
  "entity_ref": "cec40f99-a2e1-4bd7-805d-9c1a3c2e69a1",
  "po_number": "string",
  "billing_start_date": "2024-02-01T12:05:23.613Z",
  "billing_end_date": "2024-02-01T12:05:23.613Z",
  "issue_day": "2023-07-13",
  "payment_time": "AFTER_USE",
  "tax": 17,
  "discount": 0,
  "net_terms": "DUE_UPON_RECEIPT",
  "note": "string",
  "billing_online_payment_details": {
    "auto_charge": true,
    "payment_gateway_id": "string",
    "payment_gateway_card_id": "string"
  },
  "products": [
    {
      "product_pricing_ref": "string",
      "line_items": [
        {
          "line_item_id": "string"
        }
      ]
    }
  ]
}

Responses

Example Value

{
  "subscription_ref": "32c320bb-431b-488f-bcd4-729e495a33ad"
}

Step 2: Track Subscriptions Data

Navigate to Customers>Subscribers to see all subscriptions data. On this screen you can view the number of subscribers, subscriptions ARR and MRR, payment status, churn rate and more. Received offers an error handling mechanism, which quickly identifies failed payments and automatically sends a new payment link to the customer.

PreviousSet Up SubscriptionsNextAuto-Charge Payments

Last updated 1 year ago

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